Org chart
Sam Mitchell
CEO & Partner
Sam Mitchell
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Ben Healy
Partner & COO
Doug Dustin
Partner & CFO
Mark Millwood
Chief Human Resources Officer, Eastman Credit Union
Doug Walker
CTO
Rob DiMase
CRO & Partner
Jim Carnevale
Partner
Greg Puig
Partner & Head of Group Insurance
Ryan Campagna
Partner & Head of Sales
Elizabeth Camara
Head of Retirement Plan Services
Fallon Carpenter
Head of People & Culture
Julie Doran Stewart
Head of Retirement Plan Advisory Services
Ross James
Head of Financial Planning
Matthew McPhail
Head of Investment Strategy
James Nestor
Head of Compliance & Risk
Scott Riordan
Head of Health & Welfare
Danielle Nolan
Head, Marketing
Aif® Ara Diloyan Cfp®, Clu®, Ricp®
Vice President Financial Planner Private Client Group
Cfp® Brogan O'Connor Aif®
Vice President Financial Planner Private Client Group
Cfp® Dan Bernardo Aif®, Cpfa
Vice President Financial Planner Private Client Group
Brian Raymond
Vice President, Business Development
Qpa Lindy McCoy Qka
Vice President Operations
Michael Newhall
Vice President Business & Community Development
John Harrington Mba, Crps®, Aif®
Vice President Retirement Plan Advisory Services
Alan Pfeffer
Senior Vice President
Jeff Found
Director Of Service Center
Angelique Schena
Director Of Marketing
